SYSTEM AND METHOD FOR IMPLEMENTING CUSTOMER EXPOSURE MANAGEMENT TOOL
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United States of America Patent
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Issued Date -
Oct 31, 2019
app pub date -
Apr 27, 2018
filing date -
Apr 27, 2018
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Abstract
The invention relates to a customer exposure management system. The system comprises: a first input configured to receive operational data from a data ecosystem; a second input configured to receive risk derived data from a risk data source; a metadata repository; and a rule engine comprising a processor coupled to the first input, the second input and metadata repository and further configured to execute rules to: merge the operational data and risk derived data to generate a composite file on an account or customer basis; create one or more global attributes; identify an optimal income for the composite file; calculate a customer exposure strategy metric that defines an optimal exposure; select a strategy from a plurality of strategies wherein the strategy implements the one or more global attributes; apply the selected strategy to the composite file; and execute a corresponding account action.
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